Merrill Lynch, Pierce, Fenner & Smith
47yrs
Top 1% by experience in Naples
2yrs
Michael Rubenstein
Financial advisor at UBS Financial Services
Michael Rubenstein has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Naples, Florida. Michael joined UBS Financial Services in 2024, a firm offering financial planning, investment management, and retirement plan consulting. UBS Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1061 advisors with offices in Naples, and one of 973 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office801 Laurel Oak Drive Suite 500, Suntrust Building, Naples, FL 34108
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowUBS Financial Services Inc.Current firm
Questions to ask Michael
Tailored to Michael’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call UBS Financial Services at 201-352-3000 and ask for Michael Rubenstein. Michael works from the Naples, FL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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